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Berkshire Hathaway Class B

3,624 hedge funds and large institutions have $296B invested in Berkshire Hathaway Class B in 2023 Q3 according to their latest regulatory filings, with 160 funds opening new positions, 1,468 increasing their positions, 1,358 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,624
Holders Change
+39
Holders Change %
+1.09%
% of All Funds
57.78%
Holding in Top 10
697
Holding in Top 10 Change
+53
Holding in Top 10 Change %
+8.23%
% of All Funds
11.11%
New
160
Increased
1,468
Reduced
1,358
Closed
81
Calls
$6.44B
Puts
$3.86B
Net Calls
+$2.57B
Net Calls Change
-$487M
Name Holding Trade Value Shares
Change
Shares
Change %
LA
3176
Lifeworks Advisors
Michigan
$386K +$75.3K +215 +24%
AT
3177
Arden Trust
Delaware
$386K -$19.3K -55 -5%
CPW
3178
Crestmont Private Wealth
Texas
$386K -$110K -315 -22%
BWM
3179
Baron Wealth Management
Michigan
$386K +$41.7K +119 +12%
FM
3180
Foster & Motley
Ohio
$386K +$26.6K +76 +7%
CTC
3181
Corundum Trust Company
South Dakota
$385K -$1.4K -4 -0.4%
MS
3182
Madden Securities
Texas
$385K -$701 -2 -0.2%
TOCUITCONY
3183
Trustees of Columbia University in the City of New York
New York
$385K
SCM
3184
Stonehearth Capital Management
Massachusetts
$385K
RWA
3185
Roberts Wealth Advisors
California
$385K -$5.89K -17 -2%
WRPWM
3186
Werba Rubin Papier Wealth Management
California
$384K
WBCM
3187
Wilson & Boucher Capital Management
California
$384K
VFPW
3188
Vantage Financial Partners (Wisconsin)
Wisconsin
$383K
HWMT
3189
Heritage Wealth Management (Texas)
Texas
$383K +$50.8K +145 +15%
PPW
3190
PACK Private Wealth
Minnesota
$383K
CCA
3191
Conestoga Capital Advisors
Pennsylvania
$382K -$3.5K -10 -0.9%
VCM
3192
Viewpoint Capital Management
Washington
$382K
CWM
3193
Compass Wealth Management
Connecticut
$382K +$3.85K +11 +1%
NF
3194
Nikulski Financial
Iowa
$381K +$112K +320 +42%
FS
3195
Ferguson Shapiro
Georgia
$380K -$10.5K -30 -3%
CSIA
3196
Charles Schwab Investment Advisory
California
$378K -$101K -287 -21%
SAM
3197
Smithbridge Asset Management
Pennsylvania
$378K +$87.5K +250 +30%
SGC
3198
Slocum, Gordon & Co
Rhode Island
$377K
LSIA
3199
LaSalle St. Investment Advisors
Illinois
$377K +$377K +1,079 New
BWCS
3200
Beirne Wealth Consulting Services
Connecticut
$376K